Pathstone Family Office’s Dominion Energy, Inc. 2019 Series A Corporate Units DCUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-105
Closed -$11K 1432
2020
Q4
$11K Buy
105
+5
+5% +$524 ﹤0.01% 856
2020
Q3
$10K Hold
100
﹤0.01% 605
2020
Q2
$10K Buy
100
+80
+400% +$8K ﹤0.01% 523
2020
Q1
$2K Buy
+20
New +$2K ﹤0.01% 703